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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3901	ASM ATW SPAC Management New York	$15K	$0	1	0.02%	Maintained
3902	LAM Lummis Asset Management Fort Worth, Texas	$15K	$0	1	0.02%	Maintained
3903	AIA Arcadia Investment Advisors Eagle, Idaho	$13.8K	$0	1	0.01%	Maintained
3904	TC Trust Company Manhattan, Kansas	$13.2K	$0	1	0%	Maintained
3905	TWD True Wealth Design Akron, Ohio	$12.5K	+$4.16K	4	0%	Increased
3906	FW Fairway Wealth Independence, Ohio	$12.3K	$0	1	0.01%	Maintained
3907	HWM Horizons Wealth Management Asheville, North Carolina	$12K	$0	1	0.01%	Maintained
3908	CS Capital Square Chattanooga, Tennessee	$11.4K	$0	1	0.01%	Maintained
3909	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$11.4K	+$9.86K	2	0%	New
3910	FFL Financial Freedom LLC Cincinnati, Ohio	$10.6K	-$8.21K	2	0.01%	Reduced
3911	MFF Mango Five Family Reno, Nevada	$10.5K	+$11.7K	1	0%	New
3912	RL Rogco LP Claremore, Oklahoma	$10.5K	$0	1	0%	Maintained
3913	MIM Meridiem Investment Management London, United Kingdom	$10.5K	$0	1	0%	Maintained
3914	PVH Psagot Value Holdings Tel Aviv, Israel	$10K	-$292K	3	0.09%	Reduced
3915	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$8.79K	-$5.86K	1	0.01%	Reduced
3916	AFWM Abich Financial Wealth Management Ashburn, Virginia	$8.44K	-$21.5K	1	0.01%	Reduced
3917	HCA Heck Capital Advisors Rhinelander, Wisconsin	$8.44K	$0	1	0%	Maintained
3918	PBK Peoples Bank (Kansas) Pratt, Kansas	$7.45K	$0	1	0.01%	Maintained
3919	RWM Ruedi Wealth Management Champaign, Illinois	$7.38K	$0	1	0%	Maintained
3920	MFA McClarren Financial Advisors State College, Pennsylvania	$7K	-$62K	1	0.01%	Reduced
3921	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$6.86K	$0	1	0.01%	Maintained
3922	RCM RMR Capital Management Tustin, California	$5.98K	$0	1	0.01%	Maintained
3923	BFS Bare Financial Services Gap, Pennsylvania	$5.5K	$0	1	0.01%	Maintained
3924	DCM Davidson Capital Management Corpus Christi, Texas	$5.45K	+$1.95K	1	0%	Increased
3925	APW Atlantic Private Wealth Chapel Hill, North Carolina	$5.27K	$0	1	0%	Maintained